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| Provider | Service type | Compensation |
|---|---|---|
RPG CONSULTANTS9 years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $46,378 |
EXPAND FINANCIAL1 year Service code 26 · EIN 82-5150905 6423 SOUTH SYCAMORE STREET · LITTLETON, CO 80120 | Advisory (Participants) | $19,501 |
Filed as: PRECISION WEALTH MANAGEMENT Service code 26 5350 TOMAH DR. · COLORADO SPRINGS, CO 80918 | Advisory (Participants) | $18,931 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $6,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,459 | $31,741-0.9% | $56,025-43.8% | $200,096-84.3% |
| Participation rate | 4.0% | 32.3%-28.4pp | 52.5%-48.5pp | 72.0%-68.0pp |
| Annual return | 11.41% | 14.72%-3.3pp | 1712.69%-1701.3pp | 34.26%-22.9pp |
| Employer contribution / active EE | $96 | $508-81.1% | $1,042-90.8% | $3,038-96.8% |
| Participant deferral / active EE | $201 | $1,184-83.0% | $1,955-89.7% | $5,090-96.1% |
| Admin fee / account holder | $326 | $426-23.4% | $2,828-88.5% | $269+21.2% |